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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (7318)7/30/1999 11:51:00 AM
From: Kirk ©  Read Replies (2) of 15132
 
What gets me is all the love for AOL.

Some justify the high p/e on future earnings. I see the company as a "has been" if my vision comes through...

I keep telling people that the AOL biz model is ripe for attack by the box makers and now Dell just announced that it will do just that.
They are giving free ISP service with all DELL PCs they ship. They will probably boot up the PCs in their own portal and make it easy to collect the $9.95 monthly charge to continue...Now you can buy goods from Dell stores and talk to the same excellent customer support staff. Why bother with AOL when you can get it and support from your box maker? HWP and IBM will soon follow.

Then look at MSFT. Get the DOJ off their backs or split them up and they will ship Windows that easily goes right to their MSN site where they are NOW giving people $400 rebates to join...rather than join AOL.

So now you have boxmakers and the software in the box all competing for the AOL users... Who do you think will win? I bet by owning the best of the value priced boxers (IBM and HWP), msft and Intel you can't lose. It has been the best internet play out there and my watermelon smile has been huge.

kirk out
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